Conseiller en gestion de patrimoine (H/F)

About the role

As an Independent Wealth Management Advisor for Gan Patrimoine, you will help private individuals, professionals and business owners build and protect their financial future. You will operate as an autonomous entrepreneur, offering tailored solutions in life insurance, retirement planning, savings, real estate and tax optimisation.

Key responsibilities

• Develop and manage a portfolio of clients, providing personalized wealth‑management advice.
• Identify and propose appropriate financial products such as life insurance, pension plans, investment funds and real‑estate opportunities.
• Conduct financial analyses to assess client needs and recommend optimal strategies.
• Maintain compliance with regulatory requirements and internal standards.
• Participate in continuous training and stay updated on market trends.

Required profile

• Entrepreneurial mindset with a strong drive for results.
• Ability to work independently and manage your own business activity.
• Excellent communication and relationship‑building skills.
• Motivation to deliver high‑quality, client‑focused service.

Required skills

• Proficiency with CRM tools for client management.

What we offer

• Comprehensive 5‑week training program led by experienced field trainers.
• Access to modern tools (tablet, CRM, support services) to facilitate daily activities.
• Independent status with full social protection (health, retirement, insurance).
• Attractive, uncapped remuneration based on performance.
• Financial support during the first 18 months to help you start confidently.